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- Tasks: Support clients with investment inquiries and build strong relationships.
- Company: Join Clearwater Analytics, a leader in financial services.
- Benefits: Full-time role with competitive salary and growth opportunities.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Degree in Accounting or Finance and strong communication skills.
- Other info: Dynamic team environment with opportunities for training and development.
The predicted salary is between 30000 - 42000 ÂŁ per year.
Client Servicing Associates are responsible for delivering top‑notch operational support and fostering strong relationships with Clearwater’s global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
Responsibilities
- Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
- Complete operational tasks such as account set up, client lockdowns, compliance symptom, reconciliation validation.
- Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
- Validate investment data against available third‑party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
- Effectively navigate through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
- Manage workflow based on productivity and quality metrics; organize your day to prioritize high importance or critical work.
- Take on a variety of team and client related, long‑term projects that may involve collaboration with other internal teams.
- Assist in training and coaching more junior team members.
Required Skills
- Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
- Intermediate understanding of fixed income and equity investments.
- Finance and/or accounting experience preferred.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem‑solving abilities.
Education and Experience
- Bachelor’s degree or higher in Accounting or Financial/Business‑related field.
- 1+ years of relevant experience.
Client Servicing Associate employer: Clearwater Analytics (CWAN)
Contact Detail:
Clearwater Analytics (CWAN) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Associate
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Clearwater Analytics on LinkedIn. A friendly chat can give us insider info and maybe even a referral, which can really boost our chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to client servicing and investment accounting. We should also think of examples from our past experiences that showcase our problem-solving skills and attention to detail.
✨Tip Number 3
Show off our communication skills! During interviews, we need to articulate our thoughts clearly and confidently. Remember, Clearwater values strong interpersonal skills, so let’s make sure we come across as approachable and enthusiastic.
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can leave a lasting impression. Let’s express our appreciation for the opportunity and reiterate our excitement about the role.
We think you need these skills to ace Client Servicing Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Servicing Associate role. Highlight your experience in investment accounting and any relevant skills that match the job description. We want to see how you can bring value to Clearwater!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about client servicing and how your background makes you a great fit for Clearwater. Keep it engaging and personal – we love a good story!
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've successfully solved client issues or improved processes. We’re looking for those exceptional problem-solving abilities that will make you stand out!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining the Clearwater team!
How to prepare for a job interview at Clearwater Analytics (CWAN)
✨Know Your Stuff
Make sure you brush up on investment accounting and financial statements before the interview. Familiarise yourself with key concepts like amortisation and interest income, as well as the different asset classes. This will show that you're not just interested in the role but also have a solid understanding of the industry.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. Prepare to discuss how you've effectively communicated complex information in the past. Remember, it's not just about what you say, but how you say it!
✨Demonstrate Problem-Solving Prowess
Be ready to share examples of how you've tackled challenges in previous roles. Think of specific instances where you resolved client issues or improved processes. This will highlight your exceptional problem-solving abilities, which are crucial for a Client Servicing Associate.
✨Organise Your Day
Since managing workflow is key in this role, come prepared to discuss how you prioritise tasks. Share your strategies for staying organised and ensuring that high-importance work gets done efficiently. This will demonstrate your strong organisational skills and readiness for the job.
